GC

Guardian Capital Portfolio holdings

AUM $2.83B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.78B
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$32.6M
3
+$12.7M
4
TRI icon
Thomson Reuters
TRI
+$7.8M
5
VET icon
Vermilion Energy
VET
+$7.45M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$20.5M
4
MFC icon
Manulife Financial
MFC
+$18.9M
5
UNH icon
UnitedHealth
UNH
+$18.6M

Sector Composition

1 Financials 34.55%
2 Energy 19.65%
3 Industrials 10.39%
4 Materials 8.47%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K ﹤0.01%
+2,317
177
$210K ﹤0.01%
1,802
-47,188
178
$207K ﹤0.01%
119
-8,989
179
$206K ﹤0.01%
3,684
-763
180
$206K ﹤0.01%
+3,117
181
$202K ﹤0.01%
+3,212
182
$201K ﹤0.01%
+948
183
$114K ﹤0.01%
15,745
-6,014
184
$94K ﹤0.01%
14,954
185
$46K ﹤0.01%
445,713
186
– –
-1,902
187
– –
-13,325
188
– –
-84,953
189
– –
-98,242
190
– –
-220,631
191
– –
-4,841
192
– –
-6,166
193
– –
-420,680
194
– –
-54,200
195
– –
-385,292
196
– –
-203,784
197
– –
-277,601
198
– –
-17,335
199
– –
-89,681
200
– –
-9,045
5 6 7
8
9